Retail Tax Expert

We need to output HTML fragment with sections: About the role, Responsibilities, Requirements, Benefits, Pay, etc. Must not repeat job title. Use

for section headings. Use

• for any list of duties/requirements/benefits. Use

  for prose. Do not include boilerplate. Must preserve all substantive info. Must not include sections with filler like "commensurate with experience". Must only include sections where posting has real specific content. We need to parse the posting. Overview: Intro paragraph about role. Then "About the Role:" then description. Then "What You’ll Do" with bullet points (Be a Proactive Community Ambassador, Provide Tax Expertise, Deliver a Best in Class Customer Experience). Then "What You Get:" with bullet list of benefits. Then "Key Qualifications" with subpoints: Who You Are (list of qualifications). Then "Attributes & Skills" list. Then "Additional Requirements". Then "Intuit Provides a Competitive Compensation Package..." with pay range. We need sections: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. We need to decide which sections to include based on content. - About the role: we have "About the Role:" paragraph. So include

  About the role

  with prose. - Responsibilities: we have "What You’ll Do" with three bullet groups each with sub-bullets. So we can create

  Responsibilities

  and then
  • each main bullet? The sub-bullets could be nested
    inside each
    • . Use
      • for any list of duties/requirements/benefits. So we can have top-level list items for each responsibility, and within each we can have nested
        • for subpoints. - Requirements: we have "Key Qualifications" with "Who You Are:" list of qualifications (active license, PTIN, state licenses, 3 years experience, familiarity with Circular 230, comfortable working onsite, interest in building presence, bilingual plus, holistic tax advisory, willing to wear uniform, willing to work front facing). Also "Additional Requirements" (must reside within US, must possess or be able to obtain any related state licenses...). Also maybe "Attributes & Skills" could be Skills section. So we can have Requirements section for mandatory qualifications (license, experience, etc.) and Skills section for attributes & skills. - Qualifications: maybe we can combine with Requirements? But we need separate sections only if there is real specific content. The posting has "Key Qualifications" heading with subheadings "Who You Are:" and then "Attributes & Skills". So we could treat "Key Qualifications" as Qualifications section, and "Attributes & Skills" as Skills section. However the instruction says use headings like About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. So we need to map. Thus: - About the role: from "About the Role:" paragraph. - Responsibilities: from "What You’ll Do". - Qualifications: from "Key Qualifications" -> "Who You Are:" list. - Skills: from "Attributes & Skills" list. - Benefits: from "What You Get:" list. - Pay: from compensation paragraph with pay range. - Schedule: we have info about operating hours: "Must be comfortable working onsite at a TurboTax retail or flagship location, Sunday through Saturday, for a minimum of 20 hours per week. Operating hours are subject to change and will likely scale up during periods of peak customer demand." That's schedule info. So we can include Schedule section. We must not include sections with filler like "commensurate with experience". Not present. We must not repeat job title. Not include Job ID etc. We must remove boilerplate like EEO etc. Not present. We must preserve all substantive info. Ensure we don't lose any details. Let's extract content precisely. Overview paragraph: "Intuit is seeking highly motivated individuals to join our dynamic team as dedicated year-round TurboTax Retail Experts in one of our TurboTax Retail or Flagship locations across the United States. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a TurboTax - Retail Expert, you will serve as a trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit’s mission of “Powering Prosperity Around the World.”" We can put that in About the role? Actually About the role section likely includes that overview plus the "About the Role:" paragraph. But we must not repeat job title as heading. It's okay to include overview in About the role. The "About the Role:" paragraph: "In this role, you will work on-site from a TurboTax Retail or Flagship location as part of a collaborative team of financial experts, serving in-person customers who use Intuit TurboTax products. You will serve customers in-person using Intuit TurboTax products. You will leverage your tax expertise to provide full service tax return preparation, tax advice, calculations, and software/product support. Your ability to demonstrate understanding of each customer’s unique situation, and connect with them on a personal level is critical to alleviating the stress some may feel when tackling their taxes. Additionally, you will play a key role in growing TurboTax’s client base within the local community, attracting new clients, establishing long-term relationships, and driving customer loyalty. You will leverage TurboTax marketing support and software to empower you in building a thriving business that fosters prosperity for both you and your community. This role is non-exempt and requires onsite presence at a TurboTax location in the United States." We can combine overview and About the role into one prose block. Now Responsibilities: "What You’ll Do" with three main bullets: - Be a Proactive Community Ambassador - Enthusiastically represent TurboTax locally, serving as a fixture and public face of TurboTax in the community. - Engage with new prospects, nurture leads, and convert prospects into long-term clients through proactive outreach. - Lead and participate with the support of TurboTax in local marketing, making the topic of taxes accessible and approachable. - Provide Tax Expertise - Give hands-on tax advice and complete preparation services for TurboTax customers, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments). - Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice. - Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language. - Deliver a Best in Class Customer Experience - Create an exceptional customer experience through professionalism, and genuine interest in helping clients achieve their financial goals (e.g., saving for retirement, college funds, weddings, or vacations). - Connect with people to build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship. - Interact with customers both in-person and through Intuit’s state-of-the-art video communication tools. - Address client inquiries while helping them overcome tax-related challenges. We'll format as
          • Be a Proactive Community Ambassador
            • ... etc
          etc. Now Qualifications (Who You Are): list: - Active, unrestricted EA, CPA, or attorney license with strong tax preparation experience with deep knowledge of tax law preferred. - Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes. - Must possess or be able to obtain any related State licenses, certificates, permits, or bonds. - Minimum of 3 years of paid experience filing 30 or more federal and state individual 1040 tax returns per tax season using professional tax preparation software. - Familiarity with Circular 230 - Must be comfortable working onsite at a TurboTax retail or flagship location, Sunday through Saturday, for a minimum of 20 hours per week. - Operating hours are subject to change and will likely scale up during periods of peak customer demand. - Interest in building a local and online social presence as a TurboTax Expert, creating accessible tax-related content and resources for your community in accordance with Intuit’s policies - Bilingual (English/Spanish) communication skills are a plus - Experience in holistic tax advisory services beyond tax filing - Must be willing to wear a TurboTax uniform - Must be willing to work in a front facing retail environment Note: Some of these items about schedule (Sunday through Saturday, min 20 hrs) might be better placed in Schedule section. But they are also in Qualifications list. We'll keep them in Qualifications? The instruction says we should have Schedule section if posting actually states them. The posting does state schedule info: "Must be comfortable working onsite at a TurboTax retail or flagship location, Sunday through Saturday, for a minimum of 20 hours per week. Operating hours are subject to change and will likely scale up during periods of peak customer demand." So we should put that in Schedule section, not duplicate in Qualifications. However the Qualifications list also includes that line. We could either keep it in Qualifications and also have Schedule, but that would duplicate. Better to move schedule info to Schedule section and remove from Qualifications to avoid duplication. But we must preserve ALL substantive information; we can't remove it. We can keep it in Schedule and not duplicate in Qualifications (i.e., omit from Qualifications). That's still preserving the info (just placed elsewhere). That seems acceptable. Thus Qualifications list will exclude the schedule lines. Now Skills (Attributes & Skills): list: - Passionate about empowering customers and helping them overcome the complexities of taxation. - Passionate about your local community and excited to work with Intuit to engage with and build Intuit’s presence in your local community (e.g., speaking at events, building a local and online social presence, creating content such as tax tips and educational videos). - Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio. - Exceptional customer service skills, high empathy, and a friendly, professional demeanor. - Excited to be showcased as a TurboTax Expert in local and national marketing efforts. - Strong verbal and written communication skills. - Ability to work in a fast-paced environment independently while managing multiple priorities. - Proficient with technology, including tax preparation software and CRM/sales tools. Now Benefits (What You Get): list: - 401(k) Savings Plan with company matching - paid sick time - Employee Stock Purchase Plan - E&O Insurance provided by Intuit - Employee Assistance Program - discounts on Intuit products including a free copy of TurboTax - ongoing collaboration opportunities with TurboTax’s network of growth-minded professionals and marketing support We need to ensure each is a list item. Now Pay: from paragraph: "Intuit Provides a Competitive Compensation Package With a Strong Pay For Performance Rewards Approach. The Expected Base Pay Range For This Position Is Washington $32.50 - $36.00 This position will be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits at Intuit®: Careers | Benefits). Pay offered is based on factors such as job-related knowledge, skills, experience, and work location. To drive ongoing pay equity for employees, Intuit conducts regular comparisons across categories of ethnicity and gender." We need to extract the pay range: Washington $32.50 - $36.00. Also mention cash bonus, equity rewards, benefits. We'll put in

          . Now Schedule: we have the schedule info: "Must be comfortable working onsite at a TurboTax retail or flagship location, Sunday through Saturday, for a minimum of 20 hours per week. Operating hours are subject to change and will likely scale up during periods of peak customer demand." We'll put that in

          under Schedule heading. Now we must not include any heading with empty content. Ensure each heading has content. Now produce HTML fragment: start with

          About the role

          then

          ... (overview + about the role paragraph).